Two of Progeny’s team members have been included in the Spear’s 2020 Wealth Management Index.

Neil Moles, CEO of Progeny, was named as a high net worth top recommended adviser in the Index – the annual ranking of advisers protecting and growing the wealth of high-net-worth and ultra-high-net-worth clients worldwide.

Speaking to Spear’s about the impact of Covid 19 and the crucial role of advisers in the present circumstances, Neil explained: ‘We have to guide people out of this now. We’re not thinking doom and gloom anymore.’ Neil’s entry can be read in full here.

Nick Astley, Investment Manager, secured one of only three Rising Star awards in this year’s Index.

For Nick, clear communication is vital throughout the crisis: ‘The investment world is notorious for its use of jargon, which we need to break down to help clients understand what is going on.’ Nick’s entry can be found here.

The full Spear’s 2020 Wealth Management Index can be read here.

If you would like to discuss your financial or wealth management needs, please get in touch.